Larry Lepard: Gold and Silver Up and the Mining Stocks Will Do Even Better
In this extensive interview with Larry Lepard of Equity Management Associates and Andy, discuss the revolve around the recent end of the bank term funding program, its implications for the banking sector, and the broader economic landscape.
Larry elaborates on the challenges and opportunities within the metals market, especially focusing on precious metals and mining companies. He also touches upon the Federal Reserve's strategies, inflation concerns, and the potential shift towards high inflation as an escape route from the current financial conundrums. Furthermore, Larry offers a deep dive into the investment avenues within the mining sector, highlighting the categories of companies investors can consider. The conversation also explores the impact of jurisdictional risks on mining investments, with Larry providing insights into preferred locations and some to be wary of. It culminates with Larry sharing details about his investment fund, its focus areas, and how interested investors can get involved.